Your family trust, your investment property and your share portfolio all just had their rules rewritten.
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Episode 41 of The Ledger covers the seismic tax reset in the 2026-27 Federal Budget: the end of the 50% CGT discount, negative gearing quarantined on established homes, a 30% minimum tax on family trusts, and the market value reset that ends the free ride for pre-CGT assets.
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Also in this episode:
✅ The new $1,000 no-receipts standard deduction
✅ The $250 Working Australians Tax Offset
✅ Loss carry back returns, and startups cashing out losses
✅ The $20,000 instant asset write-off trap
✅ Dynamic PAYG through your software
✅ Super on paid parental leave
✅ The EV FBT exemption deadline
✅ The ATO's expanded debt recovery push
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Listen now at aevumaccounting.com.au
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General information only. It does not take your situation into account and is not specific tax or financial advice.
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🎧 Listen + read at aevumaccounting.com.au
📞 (08) 6117 9219
📧 [email protected]
📍 Unit 9/10 Whipple Street, Balcatta, WA, 6021
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Aevum Accounting
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Your Trusted Partner for Comprehensive Tax Solutions, From Start-Up to Succession.
Aevum Accounting: Your Trusted Partner for Comprehensive Tax & Business Solutions
At Aevum Accounting, our mission is to provide unparalleled tax services built on a foundation of integrity. We foster a collaborative team environment to deliver tailored solutions that consistently exceed client expectations. We are dedicated to building lasting relationships based on trust, understanding that this
You spent hundreds on your classroom this year. A class set of novels, prizes for the merit box, a farewell gift for your year sixes, lunch for the kid who forgot theirs again. It all feels claimable. Then the return goes in and the ATO draws a line through most of it. Episode 40 covers the trap catching Australia's most generous profession: spending the ATO calls private, no matter who required it. Gifts for students, a struggling kid's lunch, the flu shot the school insists on, the tracksuit and runners you live in teaching PE. Also in this episode: the kids' iPad trap in work-from-home claims, the crested uniform exception, when a first aid course makes the cut, and the $400 camp tent rule. Listen now. Link in bio.
aevumaccounting.com.au
General information only. It does not take your situation into account and is not specific tax or financial advice.
🎧 Listen + read via the link in bio.
📞 (08) 6117 9219
📧 [email protected]
📍 Unit 9/10 Whipple Street, Balcatta, WA, 6021
16/08/2026
You open the banking app and see $50,000. It feels like $50,000.
A chunk of it isn't yours. It's the GST you collected and the PAYG you withheld from your staff's wages, sitting in the same account as your working capital. So it buys the equipment, funds the campaign, covers a drawing. Then the BAS arrives and the cash is gone.
Episode 39 covers the fix Ben gives every client: the Vault. A separate high-interest account with no card access, fed by a weekly sweep based on real numbers — your net GST from Xero or MYOB, not a guessed percentage of gross sales.
Also in this episode: the second-year PAYG instalment shock, what changes when Payday Super starts on 1 July, and a way to turn the tax bill into frequent flyer points.
Listen now — link in bio. aevumaccounting.com.au
General information only. It does not take your situation into account and is not specific tax or financial advice.
🎧 Listen + read via the link in bio.
📞 (08) 6117 9219
📧 [email protected]
📍 Unit 9/10 Whipple Street, Balcatta, WA, 6021
She ran her café for 20 years. Then she decided to gift the equipment and lease to her son — no sale, no money changing hands.
One casual mention in a BAS meeting saved her a $60,000 tax bill.
Here's the trap: under the ATO's market value rule, giving an asset to family is taxed as if you sold it at full market price. No cash in your pocket — but a very real tax bill. And in WA, stamp duty can hit the person receiving it too.
Episode 37 of the podcast (plus this week's blog) breaks down the gift trap, and the small business CGT concessions that can bring the tax on a business sale right down — sometimes to zero — if you plan before you sign.
🎧 Listen + read via the link in bio.
Thinking about selling or passing on the business? Talk to us first — your situation deserves a plan, not a surprise.
📞 (08) 6117 9219
📧 [email protected]
📍 Unit 9/10 Whipple Street, Balcatta, WA, 6021
12/06/2026
From 1 July 2026, the quarterly super window closes. Super gets paid on payday, every payday, and it needs to reach the fund within seven business days.
For some businesses, that's a straightforward software update. For businesses that have been using the quarterly buffer to manage cashflow, it's a bigger shift. The new penalties for missing the deadline are issued automatically, with no human review.
We're already working through the transition with clients and have written a full rundown of what's changing, what the penalties look like, and the three things to do before June.
To learn more, have a read of our blog post covering this over on the website.
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
04/06/2026
With EOFY just around the corner, this episode is for the paramedics.
We do the tax returns for a significant chunk of WA's paramedic community, and every year the same mistakes come up. Black sneakers that don't qualify as protective footwear. Apple Watches claimed in full without any apportionment diary. Gym memberships that only qualify in very specific specialist roles.
This episode covers what you can and can't claim across clothing, equipment, vehicles, study, phone and internet costs, and a few things that are legitimately on the table and regularly missed.
If you're a paramedic and want to know where you stand before July, it's worth a listen. Head to the podcast hub on the Aevum Accounting website.
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
28/05/2026
Keeping things simple to work with while still getting the best outcome for our clients is what we're always aiming for.
If that sounds like what you're after, get in touch!
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
20/05/2026
The gym membership. The golf day. The school fees. The Christmas party that went over budget. A lot of business owners put things through the company and figure they'll sort it out at tax time.
We've written a plain-English rundown of what actually crosses the line and what doesn't so you no longer need to guess.
Have a read via the Aevum Accounting website linked in our bio.
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
13/05/2026
Tailoring our advice to the person in front of us, rather than reaching for the same answer every time, is something we work hard to get right.
If you want someone who takes the time to understand your situation properly, book a session with Ben and the Aevum Accounting team!
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
11/05/2026
EOFY season is here, and Ben's calendar is filling up fast! 📅
If you've been meaning to get your personal tax return sorted, now's the time to lock in your spot.
There are two ways to book:
- In-Person Meeting with Ben De Rosa - from $440
- Email Tax Return - from $330
Both options are available through the Aevum Accounting website linked in our bio. If you've got any questions before making a booking, just reach out to our friendly team.
📞 (08) 6117 9219
✉️ [email protected]
📍 Unit 9/10 Whipple Street, Balcatta WA 6021
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Unit 9/10 Whipple Street, Balcatta
Perth, WA
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